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JPMorgan Chase
JPM

Overview Fund Activity

3,961 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,961
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.07%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
447
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Cooke & Bieler
Pennsylvania
$105M -$3.14M -18,483 -3%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$105M +$930K +5,466 +0.9%
Axa
253
Axa
France
$105M +$5.53M +32,532 +6%
CAI
254
Capital Advisors Inc
Oklahoma
$104M +$12.7M +74,464 +14%
AWM
255
AE Wealth Management
Kansas
$103M +$23.1M +134,025 +29%
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$103M -$5.74M -33,759 -5%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$102M -$38M -223,324 -27%
C
258
Consulta
United Kingdom
$102M -$25.5M -150,000 -20%
AM
259
AGF Management
Ontario, Canada
$102M -$663K -3,899 -0.6%
Squarepoint
260
Squarepoint
New York
$102M -$35.6M -209,466 -26%
ESBC
261
E.S. Barr & Co
Kentucky
$102M -$26.7M -156,691 -21%
TPSF
262
Texas Permanent School Fund
Texas
$102M -$606K -3,564 -0.6%
MNG
263
Manning & Napier Group
New York
$101M -$14.6M -85,772 -13%
FMI
264
Factory Mutual Insurance
Massachusetts
$101M – – –
Mawer Investment Management
265
Mawer Investment Management
Alberta, Canada
$101M -$11.5M -67,528 -10%
II
266
IFM Investors
Australia
$100M -$228K -1,341 -0.2%
WJWM
267
Williams Jones Wealth Management
New York
$99.5M -$5.61M -32,966 -5%
ZIG
268
Zurich Insurance Group
Switzerland
$98.3M -$75.2M -441,874 -43%
IMCOOI
269
Investment Management Corp of Ontario (IMCO)
Canada
$97.3M +$28.8M +169,020 +42%
NAM
270
Nissay Asset Management
Japan
$95.3M -$36.6M -214,965 -28%
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
$94.7M +$94.7M +556,793 New
CW
272
Connectus Wealth
Ohio
$94.7M -$1.37M -8,067 -1%
CRM
273
Cardano Risk Management
Netherlands
$94.1M +$94.1M +622,006 New
CLGM
274
Capitolis Liquid Global Markets
New York
$93.6M +$93.6M +550,000 New
Man Group
275
Man Group
United Kingdom
$93.1M +$93.1M +547,151 New
9 10
11
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